Cresset Asset Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1761013 Chicago, IL

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,212,208

+$366,148 QoQ

Shares Held

58,912

+4.1% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#194

of 890 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Cresset Asset Management, LLC holds $5,332,894 across 3 REIT - Diversified names. WPC ranks #1 (79.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	58,912	$4,212,208
2	VICI	Vici Properties Inc.	27,657	$734,293
3	FVR	FrontView REIT, Inc.	19,100	$386,393

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,212,208	58,912	+4.1%	Shares	Sole	2026-08-14
2026-03-31	$3,846,060	56,593	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$3,597,530	55,897	+2.4%	Shares	Sole	2026-02-17
2025-09-30	$3,688,376	54,586	+2.0%	Shares	Sole	2026-01-22
2025-06-30	$3,339,014	53,527	+1375.4%	Shares	Sole	2026-01-22
2023-03-31	$280,988	3,628	-12.3%	Shares	Sole	2023-05-12
2022-12-31	$323,228	4,136	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.